Friday, June 30, 2017

World Top 10 May 2017

BYD Song PHEV: The next sales champ from BYD?



Models: Prius Prime & China are rising

The global EV market grew 59% in May, to close to 89.000 units, it was the highest YoY monthly growth rate this year, with YTD sales now at 348.000 units and June poised to surpass 100k deliveries, possibly even beating the 103k record of last December, surpassing the one million mark by the end of the year is a given, the question will be, by how much? Will sales reach 1.1 million? 1.2?

In May, the Best Selling model was the Toyota Prius Prime/PHV, with 7.579 units, a new sales record for the Japanese hatchback, being the first time it wins a Global Best Seller Award, while at the same time in allowed it to climb two positions to a best ever #2 in the Top 10.

With the Leaf some 1.000 units away, it looks possible that the Prius becomes the 2017 Best Seller next month, resisting later to the Tesla Model 3 surge in the final months of the year.

The Zhidou D2 EV, #2 last month, also climbed in the YTD ranking, now at #6, while at the bottom, the Mitsubishi Outlander PHEV, no doubt helped by the 635 deliveries in the Ukraine, took the opportunity to close in to the #9 Chevrolet Volt.

Outside the Top 10, positive numbers for several Chinese models, firstly the BYD e5, which made a record performance for the second time in a row, with 3.131 deliveries, reaching the Seventh position in May, while the Geely Emgrand EV was Eighth last month, with 3.015 deliveries, a year best, the JAC iEV6S also delivered record performances, with 2.572 registrations (#10 in May), making it five(!) chinese models in last month Global Top 10.

A special reference to the Chevrolet Bolt Problem-Child, having surpassed for the first time the 2.000 units/month cap, with 2.085 units, the values are starting to become interesting and considering that the looong rollout plan is still happening, we are still not sure how much this model is worth, saleswise. One thing is certain: It is worth more than its Plug-in hybrd relative, the Volt (2.363 units in May).

Looking at the BEV / PHEV breakdown, pure electrics now have 64% share, the same as last year. 

PlWORLDMay YTD%'16Pl
1Nissan Leaf3.65921.88861
2Toyota Prius Prime / PHV7.57920.824664
3Tesla Model S3.16318.72052
4
5
6
Tesla Model X
BAIC EC180
Zhidou D2 EV 
3.580
3.895
4.471
16.943
15.376
13.979
5
4
4
7
42
32
7Renault Zoe2.10613.07348
8BMW i32.24512.17546
9Chevrolet Volt2.36311.11834
10Mitsubishi Outlander PHEV2.89910.93535

TOTAL 88.816
348.399



Image result for 2017 Zhidou d2
Zhidou D2 EV


Manufacturers:  BYD on the Rise

BYD was the Best Selling manufacturer for the second time in a row, with 8.651 deliveries, its best performance since last October, so it seems that the 10k-plus performances are ready to unfold for the Chinese company and the bid for 2017 Best Seller is very well on the table.

Thanks to the increasing production pace, BYD is now ready to take on this year Big Boys, with Nissan less than 500 away, it will be the first to be surpassed, surely next month, with the now #3 BAIC possibly to be taken during the Summer.

A harder task will be the first two, not only the distance to cut short is larger (10.000 units), but both have also aggressive growth plans, if BMW seems attainnable to reach towards the end of the year (November?), Tesla has the Model 3 factor kicking in at the second half of the year, so it will be a tough cookie to crack.

But, if someone can take the 2017 Ceptre from going to Palo Alto, it will be BYD.

On both cases, it will depend more on production factors than actual demand...

Toyota climbed to #6 and could even catch Nissan later in the year.

Zhidou returned to the Top 10 Manufacturers, reaching #9, while the race for #11 is a real close one, with Mitsubishi, SAIC Roewe and Mercedes all separated by less than 70 units.

PlWORLDJuneYTD%'16Pl
1Tesla 6.71335.663102
2BMW7.24233.03593
3BAIC6.53025.00475
4Nissan 3.98123.91574
5
6
7
BYD
Toyota
Chevrolet
8.651
7.579
4.448
23.548
20.877
18.339
7
6
5
1
30
8
8Renault2.58214.850410
9Zhidou
4.471
14.004414
10Volkswagen
3.502
13.06446






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